Disclosures

  1. Smallcase Technologies Private Limited (hereinafter referred to as “the Company”) is a financial technology company based in Bangalore since 2015. The company builds technology platforms & investment products for retail investors to invest better in Indian equities.
  2. A smallcase is a basket of stocks/ETFs weighted intelligently based on a particular objective or a strategy. With smallcases, you can build a diversified & long-term portfolio.
  3. To enable transactions in smallcases, the company has partnered with multiple brokerage firms listed with Indian exchanges. Each broker partner does a deep integration with the Company, to power transactions in a secured and compliant manner.
  4. smallcases are created by SEBI-registered entities like Brokers, Investment Advisors & Research Analysts. The Company provides technology solutions and related back end infrastructure to SEBI registered intermediaries and other third parties for facilitating transactions in smallcases through a digital platform.
  5. The Company has a fully owned subsidiary company Windmill Capital Private Limited, which is registered with SEBI as a Research Analyst (SEBI Reg no - INH200007645) and is engaged in research activities in the Indian capital markets. The company also runs a content and information platform for stocks known as Tickertape.
  6. Unless otherwise stated, the percentage returns displayed on the website for comparing smallcase performance with any benchmark are Absolute Returns.
  7. The content and data available on smallcase.com, including but not limited to smallcase index value, smallcase return numbers and smallcase rationale are for information and illustration purposes only.
  8. Charts and performance numbers might include back tested/simulated results calculated via a standard methodology and do not include the impact of transaction fee and other related costs. Data used for calculation of historical returns and other information is provided by exchange approved third party data vendors and has neither been audited nor validated by the Company.

    "Back-testing" is the application of a quantitative model to historical market data to generate hypothetical performance during a prior period. Use of back-tested data has inherent limitations including the following:
    1. The results do not reflect the results of actual trading or the effect of material economic and market conditions on the decision-making process, but were achieved by means of retrospective application, which may have been designed with the benefit of hindsight.
    2. Calculation of such back-tested performance data is based on assumptions integral to the model which may or may not be testable and are therefore subject to losses.
    3. Actual performance may differ significantly from back-tested performance. Back-tested results are not adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, do not include the effect of back-tested transaction costs.
    4. Back-tested returns do not represent actual returns and should not be interpreted as an indication of such.
  9. smallcases are not to be construed as a product based on or linked to an index developed by the NSE Indices as the Company is not in the index manufacturing business and ‘smallcases’ is not an independent index. Having said this, the Company is not restricted in comparing the performances of the smallcases with any other index.
  10. smallcases are not licensed to any exchange, trading or settling venue outside India.
  11. All information present on smallcase.com is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy. Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investor should understand that his/her investment decision is based on personal investment needs and risk tolerance, and performance information available on smallcase.com is one amongst many other things that should be considered while making an investment decision. Past performance does not guarantee future returns and performance of smallcases are subject to market risk. Investments in the securities market are subject to market risks and investors should read all the related documents carefully before investing.
  12. Registered office of Smallcase Technologies Private Limited -
    #51, 3rd Floor, Le Parc Richmonde,
    Richmond Road, Shanthala Nagar, Richmond Town,
    Bangalore – 560025.
    Website – www.smallcase.com
  13. CIN: U74900KA2015PTC081722
  14. Support - Contact us on support@smallcase.com for any queries and assistance